Available for new contracts The Netherlands · CET (UTC+1) · z.sarfraz@aventixconsulting.com
AVENTIXCONSULTING
Certinia & Salesforce consultancy

Certinia, set up the way your finance team actually works.

Senior Certinia consultant for Supply Chain Management, Financial Management, and PSA. I implement, fix, and automate Certinia and Salesforce, from first workshop to hypercare and beyond, so your team closes on time and trusts the numbers.

Projects delivered across United StatesMiddle EastEuropeAsia
Who I work with

Different starting points, same standard of work.

Pick the one that sounds like you.

Finance leaders and end clients

Certinia that supports how you buy, stock, bill, close, and report, without a large agency team between you and the person doing the work.

Talk about your org

Certinia partners and implementers

Senior capacity for your projects, within your methodology and under your brand. Your client stays your client.

Discuss a project

Recruiters

Hiring for a Certinia contract role? Send the brief and I'll tell you quickly and honestly whether it's a fit.

Share a role
What I help with

End-to-end implementations, fixes, and the ongoing care in between.

Each module, down to the package level.

SCMC__

Supply Chain Management

Purchasing, inventory, warehouse, and fulfilment flows that stay in step with finance.

  • Purchase orders and receiving
  • Inventory and locations
  • Sales orders and shipping
  • Supplier invoice matching
c2g__

Financial Management

A general ledger, dimensions, and period close your accountants can rely on.

  • Chart of accounts and dimensions
  • Intercompany
  • Period close
  • Tax and VAT
pse__

PSA

Projects, resourcing, time, and expenses flowing cleanly into billing.

  • Projects and resources
  • Timecards and expenses
  • Billing events
  • Integrations
ffbc__

Billing Central

Contracts, recurring billing, and invoices that go out right the first time.

  • Billing contracts
  • Renewals and price increases
  • Credit notes
  • Revenue recognition
APXTConga4__

Conga Composer and Sign

Documents and reminders that build and send themselves.

  • Invoices and statements
  • Automated payment reminders
  • Quotes
  • E-signature workflows
Flow, Apex

Salesforce automation

Automations and admin that remove manual steps and keep the org healthy.

  • Record-triggered and scheduled Flows
  • Apex support
  • Permissions
  • Release updates
How I work

Three principles behind every engagement.

Built around the business

Nearly twenty years running purchasing, inventory, production and cash in a manufacturing company. I design around how you actually operate, not just how the software is configured.

Finished means month-end works

A setup is only done when finance can close on time and trust the numbers. I stay through hypercare and the first closes until that is true.

Direct, no layers

When you work with Aventix, you work with me, from the first workshop to long after go-live. No handovers, no account managers in between.

Automation example

Payment reminders that send themselves.

One of the automations I build: Certinia, Salesforce Flow, and Conga Composer working together, so overdue invoices are followed up on time, every time, without anyone writing letters by hand.

  1. A scheduled Flow checks open sales invoices against their due dates.Flow
  2. Each overdue customer moves to the right reminder stage for how late they are.Accounting
  3. Conga builds a branded reminder with a statement of account attached.Conga Composer
  4. The reminder is emailed to the billing contact and logged on the account.Salesforce
  5. Finance sees every reminder and escalation in their dashboard.Reporting

Example schedule, configured per client

+7days overdue

Friendly reminder

Polite nudge with the invoice and payment details.

+21days overdue

Second reminder

Firmer wording with the full statement of account.

+45days overdue

Final notice

Formal notice, copied to the account owner.

Then a task for the account owner to call the customer.

Reporting

What your CFO sees at month-end.

A setup is only finished when finance can see it working. I build the reports and dashboards your finance leaders use to run the close, chase cash, and trust revenue.

  • Close progress by task and owner
  • Billed versus recognised revenue
  • Receivables ageing and reminder status
  • Inventory value and project margin
Finance overview, SeptemberIllustrative sample data
Close progress
Day 3 of 5
On track
Billed this month
€ 860k
+10% on August
Open receivables
€ 1.24M
DSO 38 days
Unposted documents
4
Review before close
Billed versus recognised revenue (€k)BilledRecognised
0300600900 AprMayJunJulAugSep
Receivables ageing
58%
Current
22%
1 to 30
11%
31 to 60
5%
61 to 90
4%
Over 90
Month-end close checklist
  • Bank reconciled Done
  • Billing run posted Done
  • Payables matched Done
  • Accruals booked Done
  • Intercompany matched In progress
  • Revenue recognition run Scheduled
  • Period locked Scheduled
  • Management pack Scheduled
End-to-end flows

Connected, module to module.

Certinia works best when each module hands off cleanly to the next. These are the core flows I design, fix, and automate, with the module responsible at each step.

Procure to pay

From purchase order to paid supplier

  1. SCMPurchase order
  2. SCMGoods received
  3. AccountingSupplier invoice
  4. SCM + Acc.Three-way match
  5. AccountingPayment run
  6. AccountingPosted to ledger

Order to cash

From sales order to cash in the bank

  1. SCMSales order
  2. SCMPicked and shipped
  3. SCM + Acc.Sales invoice posted
  4. CongaInvoice sent
  5. Flow + CongaReminders if overdue
  6. AccountingCash matched

Project to cash

From staffed project to margin report

  1. PSAProject and resources
  2. PSATimecards and expenses
  3. PSABilling events
  4. Billing + Acc.Invoice posted
  5. Rev RecRevenue recognised
  6. ReportingProject margin

Record to report

From journals to the CFO's dashboard

  1. AccountingJournals and accruals
  2. AccountingBank reconciliation
  3. AccountingIntercompany
  4. AccountingPeriod close
  5. AccountingConsolidation
  6. ReportingCFO dashboard
How an engagement runs

From first workshop to long after go-live.

Go-live is a milestone, not the finish line. I stay through hypercare and keep improving the system as your business changes.

  1. 1
    Phase 1

    Discovery and design

    Workshops on how you buy, sell, bill, and close today, and how you want to.

    solution design
  2. 2
    Phase 2

    Build and test

    Configuration and automation in a sandbox, tested with your team.

    tested configuration
  3. 3
    Phase 3

    Go-live

    Data migration, cutover plan, and training so day one runs smoothly.

    live system
  4. 4
    Phase 4

    Hypercare

    Close support after go-live: fast fixes and hands-on help through the first month-ends.

    stable first closes
  5. 5
    Phase 5

    Ongoing improvement

    New automations, reports, and changes as your business grows.

    a system that keeps up
01

End-to-end implementation

New Certinia modules, from design to hypercare.

02

Rescue and optimisation

A setup that doesn't quite work, found and fixed.

03

Support and improvements

Ongoing changes, automations, and month-end help.

04

Contract roles

A senior consultant for your project or delivery team.

Our story

From the shop floor to the ledger.

Before I implemented Certinia, I ran the business side of a manufacturing company for nearly twenty years.

From 2000 to 2019, purchasing, inventory, production, invoicing, and cash were my daily work as a business manager. For the past seven years I've brought that experience to Salesforce and Certinia implementations, which is why I design systems around how a business really runs, not just how the software is configured.

When you work with Aventix, you work with me directly, from the first workshop through hypercare and beyond.

  • 2000 to 2019

    Business manager, manufacturing

    Purchasing, inventory, production, and finance operations

  • 2019 to today

    Salesforce and Certinia consultant

    SCM, Financial Management, PSA, Billing Central, Conga, and Salesforce automation

  • Certified

    Certinia Accounting Implementation Consultant

    Also Salesforce Certified Administrator

  • Regions

    United States, Middle East, Europe, Asia

    Remote first, on-site by arrangement

Common questions

Before we talk.

Are you available for contract roles?

Yes. I take on project contracts and longer-term roles, directly with companies or through partners and recruiters. Mention your start date in the form and I'll confirm availability.

Do you work remotely?

Yes. I've delivered projects for clients in the US, the Middle East, Europe, and Asia. On-site workshops and go-live support can be arranged.

What does hypercare include?

Close support straight after go-live: fixing issues quickly, helping users through their first transactions, and supporting the first month-end closes until things run smoothly.

Can you work on a setup someone else built?

Yes, and it's common work for me. I learn how the org is configured today, then fix or extend it without breaking what already works.

Can you work under our brand as a partner?

Yes. Your methodology, your tools, and your client relationship.

How do you charge?

Projects can be fixed scope or time-based, and ongoing support runs monthly. After our first call, you'll get a clear written proposal.

See what I help with

SCM, Financial Management, PSA, Billing Central, Conga, and Salesforce automation, down to the package level.

View services

Start a conversation

Tell me what you need. I'll reply by email, usually within one working day.

Get in touch
Contact

Start a conversation.

Tell me a little about what you need. I'll reply by email, usually within one working day.

z.sarfraz@aventixconsulting.com
Based in
The Netherlands
Time zone
CET (UTC+1)
Working
Remote first, on-site by arrangement
LinkedIn
linkedin.com/in/zeeshansarfraz

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